Founder, Senior Portfolio Manager
Current
Nov 2017 - Present
AeroLeads people directory · profile
Max Wasserman Email & Phone Number
Miramar Capital LLC
at
Miramar Capital LLC
2 work emails found
@ubs.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Miramar Capital LLC
Location
Greater Chicago Area, United States, United States
Who is Max Wasserman? Overview
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Quick answer
Max Wasserman is listed as Miramar Capital LLC at Miramar Capital LLC, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Max Wasserman.
Max Wasserman previously worked as Founder, Senior Portfolio Manager at Miramar Capital Llc and Senior Portfolio Manager at Ubs Financial Services. Max Wasserman holds Mba, Finance And Accounting from University Of Miami Herbert Business School.
Company email context
Email format at Miramar Capital LLC
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{first}.{last}@ubs.com
89% confidence
AeroLeads found 2 current-domain work email signals for Max Wasserman. Compare company email patterns before reaching out.
Profile bio
About Max Wasserman
Our mission is to provide superior personalized portfolio management services to individuals, families, endowments, corporations and retirement plans. At Miramar Capital, we are seasoned investment professionals who build investment strategies tailored to our clients’ financial goals. We work closely with our clients to provide the highest level of quality service as their personal CFO, helping them meet their long-term goals and objectives. We believe our success is tied not only to how well we achieve our clients’ financial goals, but also their emotional goals of being able to "sleep at night," knowing their investments are being professionally managed.
Listed skills include Portfolio Management, Asset Management, Asset Allocation, Wealth Management, and 1 others.
Current workplace
Max Wasserman's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Max Wasserman work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager
Nov 2008 - Nov 2017
Senior Portfolio Manager
Aug 2004 - Nov 2008
Senior Portfolio Manager
Lasalle National Bank
Jul 1997 - Aug 2004
Senior Portfolio Manager
Feldman Investment Group
Senior Portfolio Manager and Equity Analyst
Jul 1993 - Jul 1997
Senior Consultant
Nov 1990 - Dec 1991
2 education records
Max Wasserman education
Mba, Finance And Accounting
University Of Miami Herbert Business School
Ba, International Political Science
University Of South Florida
FAQ
Frequently asked questions about Max Wasserman
Quick answers generated from the profile data available on this page.
What company does Max Wasserman work for?
Max Wasserman works for Miramar Capital LLC.
What is Max Wasserman's role at Miramar Capital LLC?
Max Wasserman is listed as Miramar Capital LLC at Miramar Capital LLC.
What is Max Wasserman's email address?
AeroLeads has found 2 work email signals at @ubs.com for Max Wasserman at Miramar Capital LLC.
Where is Max Wasserman based?
Max Wasserman is based in Greater Chicago Area, United States, United States while working with Miramar Capital LLC.
What companies has Max Wasserman worked for?
Max Wasserman has worked for Miramar Capital Llc, Ubs Financial Services, Merrill Lynch, Lasalle National Bank, and Feldman Investment Group.
How can I contact Max Wasserman?
You can use AeroLeads to view verified contact signals for Max Wasserman at Miramar Capital LLC, including work email, phone, and LinkedIn data when available.
What schools did Max Wasserman attend?
Max Wasserman holds Mba, Finance And Accounting from University Of Miami Herbert Business School.
What skills is Max Wasserman known for?
Max Wasserman is listed with skills including Portfolio Management, Asset Management, Asset Allocation, Wealth Management, and Retirement Planning.
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